Your finances are in safe hands
5 Talents Financial Planning was founded in 2021 with one clear vision; to offer independent, client-centred financial advice with compassion at its heart.
Our financial advice spans across 5 services designed to help you throughout your working life and into retirement, as well as helping you manage the rest of your estate.
We pride ourselves on our integrity and we aim to make all financial advice as simple as possible, so you can have peace of mind and financial security.
simplifying finances, centred on you
We work by the values of compassion, simplicity, integrity, independence, and giving you a long-term service
Our Story
Your finances are in safe hands
Having founded 5 Talents Financial Planning in 2021, Richard French is an independent financial adviser with over 20 years’ of financial services experience and he holds a level 4 Diploma for Financial Advisors (DipFA), which is a Financial Conduct Authority (FCA) approved qualification.
Richard is vastly experienced in all areas of financial planning with a particular focus on Protection, Investments, Retirement Planning, Estate Planning, and Tax Planning. This level of expertise, his “5 Talents” means he can work closely with clients of all types to advise them on the best possible financial options which suit their specific needs.
One of the key aspects of 5 Talents is the business values of compassion, simplicity, integrity, independence, and advising clients for the long-term. As a direct reflection of Richard’s personal values, these business values are fundamental to his client-centred approach at 5 Talents.
COMPASSION
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SIMPLICITY
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INTEGRITY
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INDEPENDENCE
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LONG-TERM SERVICE
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COMPASSION ------- SIMPLICITY ------- INTEGRITY ------- INDEPENDENCE ------- LONG-TERM SERVICE -------
How we work
We’re here for all our clients, regardless of their age or situation and we exist to give you peace of mind by providing the best possible financial advice available, tailored specifically for you. We start with a free consultation, where we will liaise with you about your individual circumstances, what you want to achieve, and how we can work towards reaching your goals. This is a very friendly appointment so we can get to know you and so you can ask any questions about our range of services.
Clients choosing to progress with us will be given the opportunity to provide more in-depth information about their circumstances and this is typically done face-to-face or via video call. We will then take this information to create the best possible financial plan for all areas of your life that works in both the short and long term. We pride ourselves on being financial experts but we are also compassionate meaning we’ll be here to help you now, tomorrow, and into the future.
Request a free consultation
Simply provide your name, email address, and phone number to request a free and confidential consultation.
We will review your request before following up by phone or email with a choice of dates.
We can conduct your initial consultation over the phone or on a video call, whatever works best for you!
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